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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Martin Goodwin is an investment advisor representative at Ameritas Advisory Services, LLC. John has been in the financial services industry since 2001. John is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. John also holds the Series 6, 7, 63 and 65 licenses. John has experience providing financial planning and investment advice to individuals, corporations, and other businesses. John also has experience in the fixed insurance business.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
KS
11/01/2021 - Present
Ameritas Advisory Services, LLC (OVERLAND PARK KS)
KS
12/12/2001 - 06/30/2006
CARILLON INVESTMENTS, INC. (OVERLAND PARK KS)
IA
Issued 08/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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